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Daily Archives: March 12, 2024

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The Role of Irrevocable Life Insurance Trusts in Estate Planning

Case Study, Estate, Featured, InsuranceBy Editorial TeamMarch 12, 2024

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the generous estate tax exemption limits expire and revert to 2017 levels.

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